401(k) · DOL Form 5500 · 2023

Climatec, LLC 401(k) Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
935
Participants Near avg headcount
91st
Percentile by assets National rank
$110,865
Avg per participant Below avg balance/head
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Official DOL plan name: Climatec Employee Savings Plan · Sponsored by Climatec, LLC · Arizona · Wholesale Trade

$104M in assets, 935 participants

Climatec, LLC's Climatec Employee Savings Plan reported $104M in total assets and 935 participants in its 2023 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,876 in Wholesale Trade (6,309 peers)

Where Climatec Employee Savings Plan sits by assets

Climatec Employee Savings Plan sits in the top 10% of all filed plans by assets, $104M for 935 participants (~$110,865/participant), up 22.2% in 2023.

#5,876
in Wholesale Trade (6,309 peers)
+22.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Climatec Employee Savings Plan's outsized position by total assets

Climatec Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$103,658,845 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Climatec Employee Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Climatec Employee Savings Plan sits mid-pack in the medium band (935 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Climatec Employee Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Climatec Employee Savings Plan end-of-year assets rose from $85M in the plan year 2022 filing to $104M in the plan year 2023 filing.
  • Climatec Employee Savings Plan reported participants rose from 819 in the plan year 2022 filing to 935 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860945853 · Climatec, LLC PY 2023 · 401(k)

Climatec Employee Savings Plan · $104M · 935 · 91st

  • NET $104M
  • NET 935
  • NET 91st
  • NET 401(k)
  • NET near Sg Administration, LP 401(k) Savings and Investment Plan
  • NET ind #5876

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Arizona →

Climatec Employee Savings Plan in the asset neighbourhood

Cradlepoint 401(k) Plan$104MClimatec Employee Savings PlanClimatec Employee Savings Pl…$104MSg Administration, LP 401(k) Savings and Investment PlanSg Administration, LP 401(k)…$104MDn Tanks Retirement Plan$104MOtto Bock Healthcare LP Retirement Savings PlanOtto Bock Healthcare LP Reti…$104M
End-of-year total assets ($M) among Climatec Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$104M
Net Income$19M
Employer EIN860945853
Plan Effective Date2012-05-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Climatec, LLC)

Sponsor-wide plan assets over time

All Climatec, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$118M 39.607137804974194% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $84.8M $118M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 819 $85M
2023 1 935 $104M
2024 1 1,059 $118M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Climatec Employee Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Climatec Employee Savings Plan, Total assets ($B): 0.103658845 · Participants: 935Climatec Employee Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Climatec Employee Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Climatec Employee Savings Plan side-by-side with 3 peers →

Climatec Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Sg Administration, LP 401(k) Savings and Investment Plan in TX ($104M); by covered participants it is Crystal Creamery 401(k) Plan in CA (935 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($104M here).

Similar participant headcount

Nearest other-state filings by covered participants (935 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Climatec Employee Savings Plan assets move in 2023? ▼
Climatec Employee Savings Plan grew sharply - up 22.2% during 2023, from $85M to $104M. Reported net income was $19M.
How have Climatec, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Climatec, LLC's sponsor-wide assets grew 39.6%, from $85M to $118M.
Where does Climatec Employee Savings Plan rank by assets among Form 5500 filers? ▼
Climatec Employee Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Climatec Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sg Administration, LP 401(k) Savings and Investment Plan in TX ($104M, 597 participants).
Which 401(k) plans cover a similar participant headcount to Climatec Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crystal Creamery 401(k) Plan in CA (935 participants, $29M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860945853.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.